See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,308 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $15,486 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $11,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,751 | $62,723-71.7% | $142,863-87.6% | $86,799-79.5% |
| Participation rate | 70.6% | 62.6%+8.0pp | 71.9%-1.4pp | 72.3%-1.7pp |
| Annual return | 16.48% | 17.62%-1.1pp | 5637.54%-5621.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,733 | $1,627+6.5% | $4,144-58.2% | $2,405-28.0% |
| Participant deferral / active EE | $1,911 | $3,039-37.1% | $3,837-50.2% | $4,131-53.7% |
| Admin fee / account holder | $179 | $140+28.5% | $6,560-97.3% | $170+5.8% |